Visionary Horizons’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Hold |
3,168
| – | – | 0.29% | 67 |
|
|
2025
Q1 | $530K | Sell |
3,168
-650
| -17% | -$109K | 0.37% | 60 |
|
|
2024
Q4 | $553K | Sell |
3,818
-110
| -3% | -$15.9K | 0.36% | 51 |
|
|
2024
Q3 | $578K | Hold |
3,928
| – | – | 0.39% | 50 |
|
|
2024
Q2 | $614K | Hold |
3,928
| – | – | 0.45% | 36 |
|
|
2024
Q1 | $624K | Buy |
3,928
+50
| +1% | +$7.95K | 0.49% | 29 |
|
|
2023
Q4 | $578K | Buy |
+3,878
| New | +$578K | 0.47% | 34 |
|